See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,796 | $102,317+100.2% | $146,958+39.4% | $80,856+153.3% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | 28.49% | 134.76%-106.3pp | 418.34%-389.8pp | 35.59%-7.1pp |
| Employer contribution / active EE | $8,353 | $3,713+125.0% | $4,933+69.3% | $2,755+203.2% |
| Participant deferral / active EE | $9,687 | $6,644+45.8% | $8,070+20.0% | $4,296+125.5% |
| Admin fee / account holder | $42,702 | $7,941+437.7% | $12,998+228.5% | $6,918+517.3% |